What we value most in Neil as our financial adviser is his ability to understand what we are seeking in retirement and to explain the different options, and their impact in real time during a meeting. He is thorough and assiduous in delivering what is an excellent service. He is very good at asking incisive questions and has a wealth of experience and data that informs his advice. Lastly, not once have we felt "sold to" which inspires confidence in the advice.
Fiona
Taunton
Overall Rating: 5 out of 5
Quality of Advice: 5 out of 5
Quality of Service: 5 out of 5
Value for Money: 5 out of 5
What were the circumstances that caused you to look for a financial adviser? I had a frozen pension and wanted it looked after, plus I had smaller pension pots that needed to merge.
How did Simon Cutler help you? Clear advice, helpful, patient and knowledgeable
Have you seen the outcome you were hoping for? Yes, there has been a great increase in my pension pot
What could they have done better? Nothing
Helen
Bridgwater
Just wanted to thank you Emma personally yet again for your work , dedication. A real credit to not only your company but your family for sure.
Shannon
Wellington
I have used the services of Neil Rossiter for a number of years. He has provided clear and sound information and advice on a variety of issues relating to financial management. He is an excellent communicator, who utilises new technology in a most effective way.
Ever since the first lockdown he has provided regular updates on how developments in the economy impinge on personal finances. If I have had any queries Neil has responded quickly. He has also offered valuable guidance on taxation matters.
The face to face meetings I have had with Neil have enabled me to make better sense of my personal finances and to make appropriate decisions. To sum up, my experience so far with Blackdown Financial has been a positive one and has certainly enhanced my financial position.
Richard
Wellington
I am a pensioner and when I first saw Neil I was extremely worried about how to keep my savings safe but also have a good return from my investments. Neil was very kind and explained everything in detail to me for the best way to go forward with my money.
I have now been with him for three years and my portfolio has grown and I feel confident with all the advice he has given and the investments that he has done for me, I know that if I have any worries I can contact him and he will always get back to me immediately, I now feel confident with my investments and all the advice that Neil has given me and I am enjoying my retirement. I am extremely satisfied with everything Neil has done.
Avril
Devon
Simon is extremely knowledgeable in all areas of financial planning and is always happy to explain things further if his clients are unsure. He is professional in every aspect, from his face-to-face contact to completion of paperwork and I cannot recommend him highly enough. I would have every confidence in placing any of my financial business with him. Simon takes the time to get to know clients and then provides suitable advice. I am very happy to have Simon guiding me through the world of financial issues and would happily recommend him.
Vouched For
Somerset
Simon, is so easy to talk with and he ensures you understand completely his suggestions to help you create more wealth!
I bought my buy to let property without stress and i can honestly say that was down to Simon's advice, help, support and knowledge. I could not recommend Simon highly enough.
Donna
Somerset
We have been clients of Blackdown Financial for over 20 years. During that time we have found them always approachable and willing to take the time to understand our situation, viewpoint on risk and what we were looking to do for short, medium and long term financial planning. They have then advised us on appropriate decisions and investments. This advice always appears well considered and accurate, and we have generally followed it on that basis, almost always with good results (so far!).
The feedback and ideas presented by Blackdown always have some relevance to our situation. If we are uncomfortable with some or feel them too risky they have never pushed them hard at us so decisions on which direction/proposals to follow always feel well suited to us. At times some of the advice given by Blackdown is clearly not going to benefit them in the short-medium term which has led us to build a better level of trust in them.
We hope to continue using Blackdown over the next 10-15 years as we continue to plan towards retirement.
Euan and Jane
Wellington
After a 5-year association with Simon Cutler, I am delighted to report great satisfaction with his
highly professional handling of my investment portfolio. His dedication to respecting my long-term
aims is admirable, even though I have seen nothing but gains in the shorter term! The regular
contact, along with Simon's constant availability were I to have any queries, is reassuring and I
have no doubt that I will entrust him with my future success. For those of you reading this: You'll
find that any initial meeting with Simon will be intensely comprehensive, empathetic, knowledgeable in all aspects of finance ...... and entirely without any commitment (bar a cup of coffee).It was a pleasure to meet him then, and it has reaped wonderful rewards for me ever since. Have you seen the outcome you were hoping for?
The result to date has been an impressive increase in value, well beyond my expectations.
Roo
Watchet
